JWM
PANW icon

JFG Wealth Management’s Palo Alto Networks PANW Stock Holding History

JFG Wealth Management’s Portfolio PANW Stock Details PANW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-6,638
Closed -$1.13M – 79
2025
Q1 		$1.13M Buy
6,638
+282
+4% +$52.1K 0.26% 32
2024
Q4 		$1.16M Buy
+6,356
New +$1.2M 0.27% 38

Other funds holding PANW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JFG Wealth Management's PANW Position: Q2 2025 in Review

JFG Wealth Management sold out of Palo Alto Networks (PANW) in Q2 2025, closing a stake of 6,638 shares — an estimated $1.13M sold.

JFG Wealth Management first reported a position in PANW in Q4 2024 and held it in 2 quarters. The position peaked at $1.16M in Q4 2024. 2,373 funds tracked by Wall St. Rank hold PANW as of Q2 2025.

  • JFG Wealth Management reported no remaining Palo Alto Networks position as of Q2 2025 after selling out during the quarter.
  • JFG Wealth Management sold 6,638 Palo Alto Networks shares in Q2 2025, an estimated $1.13M.
  • JFG Wealth Management first reported a position in Palo Alto Networks in Q4 2024 and held it in 2 quarters.
  • JFG Wealth Management's Palo Alto Networks position peaked at $1.16M in Q4 2024.
  • 2,373 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2025.

Based on JFG Wealth Management's 13F filing for Q2 2025, filed 8 Aug 2025.